Nine Entertainment Co. Holdings Limited · ASX:NEC
Nine Entertainment — Macquarie Australia Conference 2014
15 slides from Nine Entertainment's conference presentation, May 7, 2014
Slide 1: ASX Announcement
ASX ANNOUNCEMENT Wednesday 7th May 2014 The Manager Company Announcements Office Australian Securities Exchange 20 Bridge Street SYDNEY NSW 2000 ELECTRONIC LODGEMENT Dear Sir or Madam, Nine Entertainment Co. Presentation - Macquarie Australia Conference 2014 Attached is a copy of a presentation to b
Slide 2: Macquarie Conference 7th May 2014
Macquarie Conference 7th May 2014 Simon Kelly COO/CFO Nola Hodgson Head of Investor Relations
Slide 3: Disclaimer
Disclaimer Important notice and disclaimer ‘plan’, ‘propose’, ‘will’, ‘believe’, ‘forecast’, ‘estimate’, ‘target’ This document is a presentation of general background and other similar expressions within the meaning of Pro Forma Financial Information information about the activities of Nine Enterta
Slide 4: Integrated portfolio of complementary media businesses
Integrated portfolio of complementary media businesses Nine Network Nine Events Nine Digital and Ventures No.1 ticketing business in No.1 audience share position in Australia and New Zealand by all key advertising demographics A leading Australian tickets sale volume online publisher FY14 PF forecas
Slide 5: Exposure to an improving advertising market
Exposure to an improving advertising market • Overall advertising industry expenditure has grown at a CAGR of 3.3% over the last 10 years • NEC operates in the two single largest segments of the advertising industry – television and online media • Television has maintained a relatively stable 27 to
Slide 6: Sustained positive FTA ratings momentum
Sustained positive FTA^ ratings momentum • Five years of consistent Free To Air ratings improvement • Strong performance across the schedule led by News and Current Affairs, Sports, and Local Production • Revenue share trends follow ratings performance • Premium emerging to reflect consistency and p
Slide 7: Targeting 40% revenue share by end of 2015
Targeting 40% revenue share by end of 2015 • Nine is the only Network to have gained share nationally in every key advertiser demographic in 2014 to date1 • Primetime ratings up more than 1.5 points across all key advertiser demographics • Ratings success stories year to date include The Block (5-ci
Slide 8: Move to one hour news boosting the evening schedule
Move to one hour news boosting the evening schedule • News is a critical part of the schedule and also has the benefit of being owned content • In early 2014, Nine announced the extension of the evening News from half an hour to one hour • Incremental cost of $10m for 150 hours of Prime Time program
Slide 9: Growth opportunities through the formation of a national network
Growth opportunities through the formation of a national network • Historical performance in newly acquired licence areas (Adelaide and Perth) under the operation of the previous owner has been below Nine Network’s performance in its traditional licence areas (Sydney, Melbourne and Brisbane) • Strat
Slide 10: Nine Events – Diversifying the revenue stream
Nine Events – Diversifying Opportunitiesfrom flowthe core Ticketek: Ticket volumes - m • #1 ticketing services provider by sales volume in 9 Australia and New Zealand with > 50% market share • Tickets 19 of the top 20 venues (by capacity) in 8 Australia via long term contracts 7 Allphones: • largest
Slide 11: Our digital future is in Our Hands
Our digital future is in Our Hands NEC took control of Mi9 on 1 November 2013 with Microsoft continuing as a strong strategic partner Mi9 – the leading online domestic publisher: • Leading overall audience network with monthly reach of 10.1m • Leading share of online display market revenue – strong
Slide 12: Integrated platform
Integrated platform Partnership for tours Tour Introduced 1D organised to Nine Live by Nine Live 250k-plus tickets sold 1D perform on The Voice and TV Week 6 concerts at Logies Ticketing Allphones contract Exclusive Arena with behind the Allphones scenes coverage of 1D tour 1D performs Exclusive on
Slide 13: Well positioned to capitalise on opportunities
Well positioned to capitalise on opportunities • Deregulation • Reach - a national network • Voices - diversify in to other media • Licence fees - >$50m spent each year, highest rate in developed world • Retransmission - opportunity to stop current payments and develop a revenue stream • Scale and B
Slide 14: Investment highlights
Investment highlights 1 A leading, integrated portfolio of complementary media businesses 2 Strong positive momentum within the Australian FTA market 3 Strategies in place to reach 40% metro TV revenue share 4 A growing and evolving Events business offering strong synergies with the rest of the grou
Slide 15: STATE OF ORIGIN
STATE OF ORIGIN tt! THEASHES
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